How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Key ,

13F Portfolio OverlapQ1 2026Key , portfolio →

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Most similar hedge funds by 13F overlap

Key Capital Management, INC is an institutional investor managing $151M across 687 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Key , are Alliance Wealth Strategies, d/b/a Brown Edwards Wealth S, Strategic Investment Solutions, /IL, McClarren Financial Advisors,, with shared positions in $BRZE, $NTRB, $UPST, $SE, $UNH, $IBM. The full ranking of 25 similar funds is below.

#1Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive

Slight overlap · 5 shared positions

$BRZE $NTRB $UPST $SE $UNH

$111M

63 positions

#2Strategic Investment Solutions, Inc. /ILPassive

Slight overlap · 4 shared positions

$BRZE $NTRB $UPST $IBM

$414M

694 positions

#3McClarren Financial Advisors, Inc.Active

Slight overlap · 4 shared positions

$BRZE $NTRB $UPST $AMGN

$169M

79 positions

#4Zhang Financial LLCActive

Slight overlap · 4 shared positions

$BRZE $NTRB $AMGN $CTVA

$2.9B

367 positions

#5Causey Wealth LLCPassive

Slight overlap · 6 shared positions

$NTRB $BRZE $UPST $AMGN $IBM $JHG

$236M

81 positions

#6Breakwater Investment ManagementPassive

Slight overlap · 3 shared positions

$BRZE $NTRB $UPST

$269M

506 positions

#7ENTRUST FINANCIAL LLCActive

Slight overlap · 4 shared positions

$BRZE $NTRB $UPST $IBM

$143M

433 positions

#8Graney & King, LLCActive

Slight overlap · 4 shared positions

$BRZE $NTRB $T $JHG

$186M

370 positions

#9Pacific Center for Financial ServicesActive

Slight overlap · 3 shared positions

$BRZE $NTRB $T

$394M

513 positions

#10Kassira Wealth Management LLCPassive

Slight overlap · 6 shared positions

$NTRB $UPST $AMGN $GD $UNH $PFE

$109M

59 positions

#11FIRST NATIONAL BANK OF OMAHAPassive

Slight overlap · 4 shared positions

$BRZE $UPST $AMGN $C

$3.2B

497 positions

#12TFB Advisors LLCPassive

Slight overlap · 5 shared positions

$NTRB $SHOP $AMGN $SE $T

$191M

180 positions

#13Centennial Advisors, LLCPassive

Slight overlap · 3 shared positions

$BRZE $NTRB $IBM

$79M

83 positions

#14WMG Financial Advisors, LLCActive

Slight overlap · 4 shared positions

$BRZE $SHOP $UPST $T

$240M

100 positions

#15CREATIVE FINANCIAL DESIGNS INC /ADVPassive

Slight overlap · 4 shared positions

$NTRB $SHOP $UPST $C

$1.6B

2,162 positions

#16Leelyn Smith, LLCPassive

Slight overlap · 4 shared positions

$NTRB $BRZE $GD $JHG

$713M

154 positions

#17UNIVEST FINANCIAL CorpActive

Slight overlap · 3 shared positions

$BRZE $NTRB $UNH

$1.8B

254 positions

#18MRWM Advisors, LLCActive

Slight overlap · 4 shared positions

$BRZE $UPST $AMGN $IBM

$184M

74 positions

#19Cypress Capital, LLCActive

Slight overlap · 4 shared positions

$BRZE $UPST $AMGN $IBM

$351M

95 positions

#20Ares Financial Consulting, LLCPassive

Slight overlap · 5 shared positions

$BRZE $UPST $SE $T $PFE

$127M

1,066 positions

#21Altiora Financial Group, LLCActive

Slight overlap · 5 shared positions

$BRZE $UPST $SE $CTVA $UNH

$607M

110 positions

#22Sicart Associates LLCActive

Slight overlap · 3 shared positions

$NTRB $BRZE $T

$389M

74 positions

#23WAYSTONE ADVISORS LLCPassive

Slight overlap · 4 shared positions

$NTRB $SHOP $AMGN $SE

$112M

101 positions

#24Monument Group Wealth Advisors, LLCSmart money

Slight overlap · 4 shared positions

$BRZE $NTRB $UPST $SE

$180M

43 positions

#25North Capital, Inc.Active

Slight overlap · 4 shared positions

$BRZE $UPST $T $IBM

$118M

93 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.